Latest Institutional Transactions on Wex Inc. (WEX)
This table provides information on the latest institutional transactions involving Wex Inc. (WEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
BUY
|
- |
1.71KNew |
$288K - $359K
|
1.71K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.47K- 54.0% |
$415K - $518K
|
2.11K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-9K- 47.44% |
$1.51M - $1.89M
|
9.97K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-11K- 3.83% |
$1.85M - $2.31M
|
276K
$41.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$4.87K - $6.08K
|
29
$4.36K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5New |
$840 - $1.05K
|
5
$753
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-744- 4.82% |
$125K - $156K
|
14.7K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.44K- 18.54% |
$410K - $512K
|
10.7K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$3.19K - $3.99K
|
19
$2.86K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$504 - $629
|
3
$452
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$336 - $420
|
2
$301
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 11.11% |
$8.4K - $10.5K
|
500
$75.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.05KNew |
$176K - $219K
|
1.05K
$157K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$336 - $420
|
2
$301
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
149+ 10.46% |
$25K - $31.3K
|
1.57K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 7.32% |
$504 - $629
|
38
$5.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$168 - $210
|
1
$151
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-112- 5.0% |
$18.8K - $23.5K
|
2.13K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-669- 17.26% |
$112K - $140K
|
3.21K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 60.24% |
$8.4K - $10.5K
|
33
$4.97K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.6K+ 20872.97% |
$6.49M - $8.1M
|
38.8K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 51.11% |
$3.86K - $4.82K
|
68
$10.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 2.51% |
$321K - $401K
|
74.4K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 1.13% |
$3.02K - $3.78K
|
1.61K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.05KNew |
$177K - $221K
|
1.05K
$158K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.07KNew |
$179K - $223K
|
1.07K
$160K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$240K - $300K
|
1.43K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-86- 77.48% |
$14.4K - $18K
|
25
$3.76K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-435- 27.8% |
$73.1K - $91.2K
|
1.13K
$170K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-47- 4.05% |
$7.9K - $9.86K
|
1.11K
$168K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-7- 4.79% |
$1.18K - $1.47K
|
139
$20.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-791- 35.94% |
$133K - $166K
|
1.41K
$212K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-123- 84.83% |
$20.8K - $29.8K
|
22
$3.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.05KNew |
$1.36M - $1.95M
|
8.05K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
7.5KNew |
$1.27M - $1.82M
|
7.5K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
50.6KNew |
$8.57M - $12.2M
|
50.6K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
1.5KNew |
$254K - $363K
|
1.5K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
721+ 18.49% |
$122K - $175K
|
4.62K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$169 - $242
|
1
$151
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
29.8K+ 245.94% |
$5.05M - $7.23M
|
42K
$6.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.4KNew |
$3.97M - $5.67M
|
23.4K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02KClosed |
$173K - $247K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$2.92M - $4.18M
|
17.3K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.22K- 67.86% |
$545K - $779K
|
1.52K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
15.2KNew |
$2.58M - $3.69M
|
15.2K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
4.68KNew |
$792K - $1.13M
|
4.68K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.5KNew |
$424K - $606K
|
2.5K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.12KNew |
$359K - $513K
|
2.12K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.86KNew |
$485K - $693K
|
2.86K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-5.23K- 15.76% |
$886K - $1.27M
|
28K
$4.21M
|
|